Triggers in Reply are built-in automations that run based on specific events or conditions, such as a contact opening an email or replying to a message. When a certain event or condition occurs, you can define an action, for example, assign a contact stage, move the contact to a sequence, or remove them from a sequence, so these updates happen automatically.
For example, if a contact opens an email or clicks a link, you can automatically assign them the Interested contact stage to easily identify engaged prospects.
How to create a trigger?
Go to Settings → Triggers.
Click New trigger in the upper-right corner.
Enter a name for your trigger, then select the event in the When section.
(Optional) Use the If section to add conditions.
In the Then section, choose the action(s) to perform.
Save the trigger and enable the toggle to activate it.
Available triggers
Below is the full list of triggers, with descriptions and the actions you can automate for each.
Trigger | Description | Actions |
Contact created | Activates when a new contact is added. | Move to Sequence, Add to List, Update Contact Field, Set Contact Stage, Assign Owner (TE Only) |
Contact updated | Activates when a contact's information changes. | Move to Sequence, Remove from Sequence, Add to List, Set Contact Stage, Assign Owner (TE Only) |
Account created | Triggers when a new account (company) is added. | Set Account Stage (choose from New, Qualified, Meeting Booked, etc.) |
Contact replied to sequence email | Activates when a contact replies to an email in a sequence. | Add to List, Move to Sequence, Remove from Sequence, Mark as Finished, Update Contact Field, Pause Contact, Assign Owner (TE Only), Set Contact Stage |
Contact opened sequence email | Activates when a contact opens an email in a sequence. | Mark as Finished, Move to Sequence, Remove from Sequence, Add to List, Update Contact Field, Pause Contact, Assign Owner (TE Only), Set Contact Stage |
Contact clicked on a link | Triggers when a contact clicks a link in a sequence email. | Add to List, Move to Sequence, Remove from Sequence, Mark as Finished, Update Contact Field, Pause Contact, Assign Owner (TE Only), Set Contact Stage |
Contact finished sequence | Activates when a contact's status changes to 'Finished', either manually or after a prospect completes all steps in a sequence.
| Add to List, Move to Sequence, Remove from Sequence, Update Contact Field, Assign Owner (TE Only), Set Contact Stage |
Inbox category set for reply | Activates when an Inbox category is set for an email or LinkedIn reply (e.g., Interested, Not Interested, Do Not Contact, etc.). | Add to List, Move to Sequence, Remove from Sequence, Mark as Finished, Update Contact Field, Pause Contact, Assign Owner (TE Only), Set Contact Stage |
Contact opted out | Activates when a contact unsubscribes from emails. | Add to List, Remove from Sequence, Update Contact Field, Assign Owner (TE Only), Set Contact Stage |
Call was logged | Activates when a call is completed and logged in your system. | Add to List, Move to Sequence, Remove from Sequence, Mark as Finished, Update Contact Field, Pause Contact, Assign Owner (TE Only), Set Contact Stage |
Sequence email was sent | Activates when a sequence email is successfully sent. | Add to List, Move to Sequence, Remove from Sequence, Mark as Finished, Update Contact Field, Pause Contact, Assign Owner (TE Only), Set Contact Stage |
Sequence email was bounced | Activates when a sequence email fails to reach a contact. | Add to List, Move to Sequence, Remove from Sequence, Update Contact Field, Assign Owner (TE Only), Set Contact Stage |
LinkedIn connection accepted | Activates when a contact accepts an automatic LinkedIn connection request sent as part of a sequence. | Add to List, Move to Sequence, Remove from Sequence, Mark as Finished, Update Contact Field, Pause Contact, Assign Owner (TE Only), Set Contact Stage |
LinkedIn message reply received | Activates when a contact replies to a LinkedIn message sent as part of a sequence. | Add to List, Move to Sequence, Remove from Sequence, Mark as Finished, Update Contact Field, Pause Contact, Assign Owner (TE Only), Set Contact Stage |
LinkedIn connection request forbidden due to privacy settings | Activates when a contact in your sequence cannot receive a LinkedIn connection request because their privacy settings block it. | Add to List, Move to Sequence, Remove from Sequence, Mark as Finished, Update Contact Field, Pause Contact, Assign Owner (TE Only), Set Contact Stage |
LinkedIn connection request forbidden due to lack of email | Activates when a LinkedIn connection request cannot be sent because the contact's email address is missing.
Some LinkedIn users restrict connection requests so that only people who know their email address can connect with them. If the email is not available or does not match the email address associated with the contact's LinkedIn account, the connection request cannot be completed, and this trigger is activated. | Add to List, Move to Sequence, Remove from Sequence, Mark as Finished, Update Contact Field, Pause Contact, Assign Owner (TE Only), Set Contact Stage. |
LinkedIn URL is invalid (missing data) | Activates when a contact's LinkedIn URL is invalid or missing, preventing LinkedIn steps in the sequence from running. | Add to List, Move to Sequence, Remove from Sequence, Mark as Finished, Update Contact Field, Pause Contact, Assign Owner (TE Only), Set Contact Stage. |
You can also refine triggers by adding conditions, like a specific sequence or sequence step, so the automation runs only for the contacts you want, at the right stage.
Triggers in Team Edition
Triggers work differently depending on your Team Edition mode.
In Team Edition Private, you can only see your own triggers, and they affect only your contacts and sequences.
In Team Edition Public, all team members can see shared triggers, and triggers work across the entire team. If one team member creates a trigger, it will apply to contacts and sequences owned by other team members as well, so you don't need to create the same automation separately for each user.
If you want to limit a trigger to specific contacts or sequences, you can add additional conditions, such as:
Contact owner
Sequence owner
For example, you can create a trigger that moves contacts to a sequence only when the contact owner is a specific team member.
💡 Contact owner and Sequence owner conditions are available only in Team Edition.
Trigger examples
Below are a few examples of how triggers can be used to automate your workflow:
If a contact opts out → Remove them from the sequence and set the Do Not Contact stage.
If a LinkedIn URL is invalid → Remove the contact from the sequence to avoid missing data.
If a call is logged with a positive outcome → set the contact stage to Interested.
